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Julius Baer, India's largest foreign wealth management firm, has announced its relocation to a new office at Worldmark 2, Aerocity in New Delhi, 

This highlights the company’s continuing five-year transformation strategy, unveiled in August 2022, which calls for investments in infrastructure, technology, people, and operations. 

The new building has been strategically placed in a desirable area of New Delhi. Furthermore, it has been fitted with modern energy-saving features, innovative facilities, central water points and reduced plastic usage, all of which are in line with steadfast commitment to long-term sustainability. 

A new Client Lifecycle Team has been established by SG Kleinwort Hambros (SGKH) and Was Chaudry has been named as the team's head. 

The Client Lifecycle Team, a centre serving SG Kleinwort Hambros customers in the UK, the Channel Islands, and Gibraltar, is in charge of optimising the customer experience by streamlining the onboarding procedure. 

They will provide a bespoke service that is catered to the demands of clients by bringing together specialists in the field and a committed support team. 

The Client Lifecycle Team, which collaborates closely with client-facing teams, is made up of experts in their respective fields who are familiar with wealth management AML and KYC.

JPMorgan Securities Services announced the introduction of its Sustainable Investment Data Solutions for institutional clients via Fusion by JPMorgan. 

The JPMorgan solution’s technology-enabled normalisation, management, computation, and screening capabilities will allow investors to quickly extract value from sustainable investment data provided by suppliers. 

Fusion has reinvented the sustainable investment process by collaborating with top data providers like Bloomberg, Equileap, FactSet, ISS ESG, MSCI, RepRisk, Revelio Labs, S&P Global, and Sustainalytics. 

This has allowed Fusion to provide investors a highly unique and affordable solution. 

Lombard Odier & Co, a Swiss global wealth management firm, is increasing its presence in central Switzerland. 

With the hiring of many senior bankers and assistants as well as the establishment of an office in Zug, Lombard Odier is moving forward with a crucial component of its Swiss domestic expansion strategy and reaffirming its dedication to client proximity and local market presence. 

Marco Arnold, who has over thirty years of banking experience and most recently served as head of entrepreneurs and executives at Credit Suisse Zug, will serve as the team’s leader. 

With the goal of expanding and digitising financial and administrative services for small and medium-sized firms (SMEs) in Switzerland, UBS announced plans to join forces with Numarics in a joint venture. 

Through this partnership, UBS and Numarics intend to create banking services, time-consuming administrative procedures, and accounting for SMEs that are simple to integrate and streamline. 

The focal point here is on the mobile-first user-approach. UBS has also invested in Numarics through its venture and innovation division, UBS Next.